Who do we work with?

Business owners

We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

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Senior executives

You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.

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Nearing retirement

We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind.

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Our Latest News

Investment Commentary: Monthly Bulletin March 2019

April 2, 2019
Markets once again posted positive returns through the month of March, capping a strong quarter for investors. Read more

Do you discuss the contents of your will?

March 26, 2019
A will is a critical document for setting out your final wishes. Yet, almost 6.5 million adults refuse to discuss theirs with loved ones. Read more

Five reasons to consider if a SIPP is right for you

March 26, 2019
As the responsibility for pension savings continue to shift to individuals, a Self-Invested Personal Pension (SIPP) may be appealing to you. Read more

Investment Commentary: Monthly Bulletin February 2019

March 4, 2019
February proved to be another volatile month for markets, but ultimately one that saw further gains for the major global indices that built on the strong performance witnessed in January. Read more

Meet the team
Independently owned and run

What is
Discretionary Investment Management?

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UPDATE

12 things to think about when you inherit money

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“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”

Jared Mitchell
Managing Director, Morecrofts

“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”

David & Heather Purdey